SEC 13F Intelligence

Dsm Capital Partners LLC / MA

Dsm Capital Partners LLC’s Mastercard Incorporated Position

Does Dsm Capital Partners LLC own Mastercard Incorporated (MA)? Yes — 211.0K shares worth $105M (+1.86% of its 13F portfolio) as of Q1 2026, down from 219.9K shares the prior filed quarter.

Position Value
$105M
Q1 2026
Shares
211.0K
% of Portfolio
+1.86%
Quarters Held
25
currently held

Position History MA

Reported value by quarter
Q1 ’20: $13MQ1 ’20Q2 ’20: $32MQ3 ’20: $39MQ4 ’20: $119MQ1 ’21: $142MQ1 ’21Q2 ’21: $161MQ3 ’21: $177MQ4 ’21: $142MQ1 ’22: $133MQ1 ’22Q2 ’22: $116MQ3 ’22: $103MQ4 ’22: $124,001Q1 ’23: $125MQ1 ’23Q2 ’23: $131MQ3 ’23: $127MQ4 ’23: $130MQ1 ’24: $144MQ1 ’24Q2 ’24: $105MQ3 ’24: $105MQ4 ’24: $109MQ1 ’25: $112MQ1 ’25Q2 ’25: $108MQ3 ’25: $135MQ4 ’25: $126MQ1 ’26: $105MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026211.0K$105M+1.86%
Q4 2025219.9K$126M+1.86%
Q3 2025237.4K$135M+1.93%
Q2 2025193.0K$108M+1.60%
Q1 2025204.3K$112M+1.96%
Q4 2024207.9K$109M+1.69%
Q3 2024213.2K$105M+1.61%
Q2 2024237.8K$105M+1.52%
Q1 2024299.8K$144M+1.97%
Q4 2023305.0K$130M+1.99%
Q3 2023320.1K$127M+2.14%
Q2 2023333.4K$131M+2.12%
Q1 2023344.0K$125M+2.04%
Q4 2022356.6K$124,001+2.06%
Q3 2022363.7K$103M+1.75%
Q2 2022369.1K$116M+1.95%
Q1 2022373.3K$133M+1.78%
Q4 2021393.8K$142M+1.48%
Q3 2021509.1K$177M+1.84%
Q2 2021441.9K$161M+1.55%
Q1 2021399.7K$142M+1.51%
Q4 2020332.4K$119M+1.27%
Q3 2020116.2K$39M+0.44%
Q2 2020107.0K$32M+0.38%
Q1 202052.1K$13M+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dsm Capital Partners LLC’s full portfolio or all institutional holders of MA.